AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$916K
3
+$885K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$821K
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$804K

Top Sells

1
+$1.03M
2
+$1.01M
3
+$690K
4
DELL
DELL INC
DELL
+$680K
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$595K

Sector Composition

1 Technology 8.81%
2 Healthcare 8.38%
3 Financials 6.24%
4 Industrials 5.38%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$9.53K ﹤0.01%
900
+650
452
$9.22K ﹤0.01%
58
453
$8.89K ﹤0.01%
1,050
454
$8.67K ﹤0.01%
100
455
$8.21K ﹤0.01%
73
+13
456
$8.15K ﹤0.01%
+250
457
$7.92K ﹤0.01%
130
458
$7.91K ﹤0.01%
83
459
$7.82K ﹤0.01%
9
-1
460
$7.74K ﹤0.01%
568
461
$7.68K ﹤0.01%
114
462
$7.58K ﹤0.01%
116
-200
463
$7.12K ﹤0.01%
88
464
$6.97K ﹤0.01%
285
465
$6.96K ﹤0.01%
103
466
$6.94K ﹤0.01%
133
467
$6.84K ﹤0.01%
200
+150
468
$6.78K ﹤0.01%
36
469
$6.74K ﹤0.01%
200
470
$6.63K ﹤0.01%
287
471
$6.6K ﹤0.01%
79
472
$6.41K ﹤0.01%
34
473
$6.27K ﹤0.01%
57
474
$6.22K ﹤0.01%
148
475
$6.21K ﹤0.01%
53
17 18
19
20 21